US New Users' Guide

    Views 1385Dec 4, 2024

    How to View Today's P&L Transaction Statement?

    Moomoo account profit and loss analysis feature makes it easy for you to understand how your account is doing.

    With friendly visual charts, you can quickly get a grasp on your profits, evaluate how well your strategies are working, and manage your risks effectively.

    How to View Today's P&L Transaction Statement? -1

    View asset analysis

    • Access: >Accounts >Total Assets > Assets Overview.

    • Assets Overview shows the performance of all your accounts and asset types in a single currency. You can easily switch between product types and currencies to see your gains and losses, as well as customize the displayed currency.

    How to View Today's P&L Transaction Statement? -2

    Compare your return with benchmarks

    • Swipe up on this page to see your return in a line chart, which you can compare with market benchmarks.

    • At the bottom, a calendar shows your daily gains and losses.

    • You can filter both the chart and calendar by date.

    How to View Today's P&L Transaction Statement? -3

    View Profit and Loss Analysis

    • Access: Accounts >Total Assets > P/L Analysis.

    • In this section, you can view cumulative gains and losses across different product types, including Hong Kong stocks, US stocks, and options.

    • You can also see your top gainers and losers.

    How to View Today's P&L Transaction Statement? -4

    View IPO P/L

    • Access: Accounts > Total Assets > IPO P/L.

    • Here, you can check your gains and losses from new stock offerings, allocation rate, and subscription history.

    How to View Today's P&L Transaction Statement? -5

    Check asset details in a specific account

    Access:Accounts >an account > Net Assets.

    Here, you can view the profit and loss status, purchasing power, risk level, and other details for that account.

    How to View Today's P&L Transaction Statement? -6

    Share your P/L

    Access 1: Total Assets > P&L Analysis > Share icon (top right corner).

    Access 2: A specific account > Net Assets > Share icon (top right corner).

    Personalize your P/L image and share it with other users.

    How to View Today's P&L Transaction Statement? -7

    Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy.

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